Read a New Edition of The Manual of Ideas
We are pleased to share with you a new issue of The Manual of Ideas, the flagship research publication of MOI Global.
Replay David Barr at Intelligent Investing in Crisis Mode 2020
The Manual of Ideas LIVE
Download and print the latest MOI Global session transcripts. No need to wait for the next periodic edition of The Manual of Ideas to be published!
NEW
Member-Only Podcasts
We are delighted to launch member-only podcasts, enabling you to listen to exclusive MOI Global audio content in your favorite podcast player.
Intelligent Investing in Crisis Mode 2020
MOI Global hosted a special event to make sense of this unusual moment in history. We were pleased to bring members much-needed wisdom and ideas.
Asian Investing Summit 2020
The 7th annual Asian Investing Summit, held on April 9-10, brought together great minds from the MOI Global network of intelligent investors.
Enjoy the latest insights and ideas of MOI Global thought leaders:
Comentario y cartera de Salmón Mundi Capital en el primer semestre de 2024
Se espera una importante mejora en la generación de caja de las mineras de oro como Newmont y Barrick, gracias al incremento en el precio del oro durante el segundo trimestre.
Los peligros de un mercado concentrado
Nos encontramos en el mercado más concentrado de la historia. Las 7 compañías más grandes, explican prácticamente todo el retorno del mercado americano.
El Sector Petróleo en el 2T 2023
Incluso de repetirse una crisis como la de la Gran Recesión, la demanda de crudo sólo cayó entonces un mísero 2%.
Lo Mejor de Buffett & Munger en la Asamblea de Berkshire Hathaway 2023
Entre los temas destacados que se hablaron fueron sobre Elon Musk, la Inteligencia Artificial; comentarios sobre inversiones actuales; y la crisis bancaria.
El Caso del Petróleo en el 1T 2022
Así se ha comportado el sector del petróleo en el primer trimestre del 2022: la crisis energética continúa.
Crisis energética: la oportunidad en renta fija
Javier López Bernardo, CFA, Portfolio Manager de BrightGate Capital (España), comenta por qué la oportunidad energética está en renta fija y no renta variable. Además, comenta dos posiciones que tenía en cartera: Lukoil e Imperial Oil.
Sebastián Miralles sobre los altos precios del petróleo y recesión
Sebastián Miralles, CFA, CAIA, Managing Partner de Tempest Capital, explica cómo parar los altos precios del petróleo; por qué ya estamos en recesión, regionalización y el caso de México.
Por qué seguirán los precios elevados de los energéticos: El Caso del Petróleo
La situación del petróleo empieza también a asemejarse mucho a la que están viviendo el resto de los combustibles fósiles.
Oportunidades de inversión en 2020
¿En qué tipos de activos financieros será prudente invertir durante el 2020?
Latticework New York 2020
In late 2020, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.
Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Mohnish Pabrai, Chamath Palihapitiya, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.
Ideaweek 2021
Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.
In February 2021, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.
The Zurich Project 2021
In June 2021, a select group of fund managers and founders will come together for the fifth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.
The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.
The Frankfurt Conversation 2021
In November 2021, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.
The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.
In the past, invited members engaged with European superinvestors Daniel Gladis, Dr. Hendrik Leber, Guy Spier, and others.
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Add Post Posts Now →Christopher Tsai on Navigating Through the Crisis of 2020
In an episode of The Zurich Project Podcast, Christopher Tsai talks about navigating a market crisis, both emotionally and financially.